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What you’ll get out of this

  • Efficient customer tracking with minimal data collection
  • AI-powered insights for pricing and credit decisions
  • Privacy-first design that protects your customers’ information
  • Mobile-optimized interface for field operations

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Adding Customers

1

Click Add Customer

From your dashboard, click the “Add Customer” button in the top right corner.
2

Enter Essential Information

Fill in the required fields:
  • Name: First and last name
  • Contact: Phone number or email address
  • Notes: Any relevant context or history
You only need the essentials to get started. The AI will suggest additional information based on your business type.
3

Review AI Suggestions

DeelRx CRM’s AI will analyze your input and suggest:
  • Recommended pricing for your products/services
  • Credit limit based on available data
  • Next actions to build the relationship
Customer AI Suggestions
4

Save and Continue

Click “Save Customer” to add them to your system. You can always edit their information later.

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Customer Profiles

Each customer has a comprehensive profile that includes:

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Basic Information

  • Name and contact details
  • Business type and size
  • Location and timezone
  • Preferred communication method

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Transaction History

  • Payment records with timestamps
  • Credit transactions and balances
  • Product/service history
  • Notes and attachments

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AI Insights

  • Creditworthiness score based on payment history
  • Recommended pricing for future transactions
  • Risk assessment for credit decisions
  • Next action suggestions for relationship building
Customer Profile Interface

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Search and Filtering

1

Use the Search Bar

Type any part of a customer’s name, phone number, or email to find them quickly.
The search is case-insensitive and works with partial matches. Try searching for just the first few letters of a name.
2

Apply Filters

Use the filter options to narrow down your customer list:
  • Payment status: Paid, pending, overdue
  • Credit status: Good standing, at limit, over limit
  • Last contact: Recent, overdue, never
  • Business type: Individual, small business, enterprise
Customer Filters
3

Save Filtered Views

Once you’ve set up useful filters, save them as custom views for quick access later.
Saved views help you quickly access different customer segments without recreating filters each time.

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Privacy and Data Protection

1

Configure Data Retention

Set how long you want to keep customer data:
  • Active customers: Keep all data
  • Inactive customers: Archive after specified period
  • Deleted customers: Permanent deletion after grace period
Once data is permanently deleted, it cannot be recovered. Make sure you have backups of important information.
2

Set Access Controls

Control who can see what customer information:
  • Full access: View and edit all customer data
  • Limited access: View only basic information
  • No access: Cannot see customer data at all
All access is logged and auditable. You can see exactly who accessed what information and when.
3

Enable Encryption

Choose your encryption level for sensitive customer data:
  • Standard: Basic encryption for general information
  • Enhanced: Strong encryption for financial data
  • Maximum: Bank-grade encryption for all data
Higher encryption levels provide better security but may impact performance. Choose the level that fits your needs.

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AI-Powered Insights

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Pricing Intelligence

The AI analyzes your customer data to suggest optimal pricing:
  • Market analysis based on customer segments
  • Competitive pricing for similar products/services
  • Profit margin optimization recommendations
  • Dynamic pricing suggestions based on demand
Pricing Intelligence

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Credit Intelligence

Smart credit management with AI assistance:
  • Creditworthiness assessment for new customers
  • Payment history analysis for existing clients
  • Risk scoring based on multiple factors
  • Collection strategies for overdue accounts
AI suggestions are recommendations only. You always make the final decisions about credit limits and collection actions.

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Data Intelligence

Insights from your customer data:
  • Customer behavior patterns and trends
  • Sales performance analysis by customer segment
  • Churn prediction and retention strategies
  • Growth opportunities identification
All insights are generated from your data and stay private. We never share your customer information with third parties.

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Mobile Optimization

1

Thumb-Friendly Navigation

The mobile interface is designed for one-handed operation:
  • Large touch targets for easy tapping
  • Swipe gestures for quick actions
  • Voice input for hands-free data entry
  • Offline mode for areas with poor connectivity
Mobile Customer Interface
2

Quick Actions

Access common customer actions with one tap:
  • Add new customer with voice input
  • Log payment with photo receipt capture
  • Update contact info with auto-save
  • Send message via SMS or email
Quick actions are customizable. You can set up your most common workflows for maximum efficiency.

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Best Practices

Only collect the data you actually need. Start with basic information and add more as your relationship develops.
Keep customer information current. Set reminders to review and update profiles regularly.
Follow local privacy laws and regulations. DeelRx CRM helps you stay compliant with built-in privacy controls.
Export your customer data regularly. You can download everything in CSV or PDF format for your records.

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Troubleshooting

Try searching with different terms or check your filters. Make sure the customer wasn’t accidentally deleted.
The AI learns from your data. Add more customer information and transaction history for better suggestions.
Try refreshing the page or clearing your browser cache. The mobile interface works in any modern web browser.
Check your privacy settings and data retention policies. You can always export and delete customer data.